Qualys Reports Strong Results for Q2 2025
Qualys, Inc. (NASDAQ: QLYS), a prominent player in providing cloud-based IT security and compliance solutions, released its financial results for the second quarter of 2025. The report indicates a robust performance, with revenues reaching $164.1 million, marking a 10% increase from the previous year’s $148.7 million. This growth reflects the company’s strategic focus on innovation and enhancing customer offerings amidst a competitive landscape.
Sumedh Thakar, the President and CEO of Qualys, expressed satisfaction with the company’s performance, highlighting the well-executed strategic agenda that has led to significant revenue growth and profitability. Thakar emphasized that the launch of key solutions such as the FedRAMP High authorized risk operations tools has positioned Qualys favorably as a reliable partner for organizations seeking to manage cyber risks effectively.
Financial Highlights of Q2 2025
- - Revenue Growth: Revenues increased by 10% to $164.1 million compared to the same quarter last year.
- - Net Income: GAAP net income rose by 8% to $47.3 million, resulting in earnings of $1.29 per diluted share.
- - Adjusted EBITDA: The company's adjusted EBITDA saw a 5% increase, reaching $73.4 million, highlighting the operational efficiencies implemented by the company.
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Operating Cash Flow: Operating cash flow witnessed a decrease of 32%, totaling $33.8 million, compared to $49.8 million in Q2 2024. The reduction indicates ongoing investments in growth initiatives.
Business Developments
During Q2, Qualys made significant strides in enhancing its product suite and expanding partnerships to bolster its market position:
- - The inaugural launch of managed Risk Operations Center (mROC) Alliance Partners, aimed at simplifying risk management practices across global organizations.
- - Expanded its TotalAI solution, incorporating advanced AI security capabilities that enhance threat monitoring and protection throughout the development lifecycle of Machine Learning Operations (MLOps).
- - Enhanced its Policy Audit solution to streamline processes and reduce compliance-related expenses.
- - Achieved recognition as a Leader in the 2025 KuppingerCole Analysts AG Leadership Compass, which affirms its strengths in addressing complex security challenges effectively.
Future Financial Guidance
For the third quarter of 2025, Qualys anticipates revenue between $164.5 million and $167.5 million, which represents a growth of 7% to 9% compared to Q3 2024. The full-year guidance has also been revised upwards, now expected to be between $656 million and $662 million, indicative of an 8% to 9% growth over the previous year.
Qualys continues to focus on enhancing its innovative product offerings while maintaining cost efficiency, ensuring that customer needs are met in an increasingly digital and security-focused world. As it strengthens its leadership in the cybersecurity domain, Qualys aims to sustain its competitive edge and deliver long-term value to its stakeholders.
In conclusion, Qualys’ remarkable performance in Q2 2025, marked by significant revenue growth and innovative advancements in cybersecurity solutions, underscores the company’s commitment to being a leader in IT security and compliance. As organizations navigate evolving security threats, Qualys remains poised to provide the necessary tools and expertise to manage risks effectively and efficiently.